Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 WLDR 5.83%
2 IDAT 3.82%
3 UTRN 3.66%
4 NEWZ 3.54%
5 RNDV 3.35%
6 FCLD 3.35%
7 FCUS 3.31%
8 BOUT 3.11%
9 QQJG 3.04%
10 SPDV 2.91%
11 BKC 2.76%
12 PTF 2.65%
13 RYJ 2.59%
14 SDOG 2.36%
15 UPGD 2.36%
16 QQQN 2.12%
17 PVAL 2.08%
18 SPYD 1.89%
19 QQQJ 1.86%
20 DVYL 1.80%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Group Inc 27.70M (13.07%) -1.05M
Decreased by -3.78%
Jun 30, 25
2 JPMorgan Chase & Co 18.92M (8.93%) 2.16M
Increased by +11.42%
Mar 31, 25
3 Sanders Capital, LLC 18.08M (8.53%) -233.04K
Decreased by -1.29%
Jun 30, 25
4 BlackRock Inc 13.49M (6.36%) -78.61K
Decreased by -0.58%
Mar 31, 25
5 State Street Corp 8.57M (4.04%) -137.73K
Decreased by -1.61%
Mar 31, 25
6 Franklin Resources Inc 8.29M (3.91%) -327.08K
Decreased by -3.95%
Jun 30, 25
7 State Street Corporation 7.85M (3.70%) -1.72M
Decreased by -21.87%
Mar 31, 24
8 Valueact Holdings, L.p. 7.69M (3.63%) -5.75M
Decreased by -74.80%
Sep 30, 23
9 Capital Research Global Investors 7.29M (3.44%) -8.26M
Decreased by -113.22%
Jun 30, 25
10 FMR Inc 6.85M (3.23%) 193.66K
Increased by +2.83%
Mar 31, 25
11 Morgan Stanley - Brokerage Accounts 5.49M (2.59%) 896.30K
Increased by +16.34%
Mar 31, 25
12 Geode Capital Management, LLC 4.48M (2.11%) 186.30K
Increased by +4.16%
Mar 31, 25
13 Bank of America Corp 4.04M (1.91%) -598.37K
Decreased by -14.79%
Mar 31, 25
14 Wellington Management Company LLP 4.01M (1.89%) -334.41K
Decreased by -8.35%
Mar 31, 24
15 Slate Path Capital LP 3.44M (1.63%) 0.00
Increased by 0.00%
Mar 31, 25
16 Arrowstreet Capital Limited Partnership 3.15M (1.49%) -352.66K
Decreased by -11.19%
Sep 30, 24
17 Amvescap Plc. 2.86M (1.35%) 99.88K
Increased by +3.49%
Mar 31, 25
18 NORGES BANK 2.21M (1.04%) 459.64K
Increased by +20.78%
Dec 31, 23
19 Citadel Advisors Llc 2.16M (1.02%) 1.98M
Increased by +91.90%
Sep 30, 23
20 UBS Group AG 2.12M (1.00%) 304.36K
Increased by +14.35%
Mar 31, 25

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Total Stock Mkt Idx Inv 6.82M (3.22%) 23.65K
Increased by +0.35%
Jun 30, 25
2 Vanguard US Total Market Shares ETF 6.64M (3.13%) 5.13K
Increased by +0.08%
Sep 30, 24
3 Vanguard Institutional 500 Index Trust 6.02M (2.84%) 42.35K
Increased by +0.70%
May 31, 25
4 Vanguard 500 Index Investor 6.02M (2.84%) -1.59K
Decreased by -0.03%
Jun 30, 25
5 Fidelity® Low-Priced Stock 5.05M (2.38%) 0.00
Increased by 0.00%
Sep 30, 23
6 Vanguard Mid Cap Index Institutional 4.68M (2.21%) 35.83K
Increased by +0.77%
Jun 30, 25
7 American Funds Income Fund of Amer A 4.36M (2.06%) -208.21K
Decreased by -4.77%
Mar 31, 25
8 JPM US Equity Income-MA 4.10M (1.94%) 4.10M
Increased by +99.90%
Sep 30, 23
9 Vanguard Windsor™ II Inv 3.96M (1.87%) 0.00
Increased by 0.00%
Jun 30, 25
10 JPM US Equity Income-Composite 3.77M (1.78%) -249.54K
Decreased by -6.63%
Jun 30, 25
11 JPMorgan Equity Income I 3.77M (1.78%) -347.99K
Decreased by -9.24%
Jun 30, 25
12 Putnam Large Cap Value A 3.72M (1.75%) 0.00
Increased by 0.00%
Jun 30, 25
13 Putnam US Large Cap Value Equity 3.72M (1.75%) 0.00
Increased by 0.00%
Jun 30, 25
14 AZ InvestEd Ivy Science & Tech E 3.51M (1.66%) 0.00
Increased by 0.00%
Mar 31, 25
15 Macquarie Science and Technology 3.35M (1.58%) -168.89K
Decreased by -5.05%
Jun 30, 25
16 Macquarie Science and Technology C 3.35M (1.58%) -168.89K
Decreased by -5.05%
Jun 30, 25
17 Delaware Ivy Science and Technology C 3.26M (1.54%) 0.00
Increased by 0.00%
Oct 31, 24
18 Ivy Science/Technology Composite 3.26M (1.54%) -22.63K
Decreased by -0.69%
Sep 30, 24
19 Fidelity Global Technology A-Dis-EUR 3.13M (1.48%) 3.13M
Increased by +100.00%
Apr 30, 25
20 Fidelity 500 Index 2.69M (1.27%) 17.94K
Increased by +0.67%
Jun 30, 25